From a Cringely perspective on Dell + EMC
"Apple is now a consumer IT shop so it probably won’t be affected by any of this. Dell is going to be the exclusive Small and Medium Business, (SMB) and Enterprise IT shop. This brings us back to compute, storage, network, cloud, security and operations/integration which will be Dell’s response to IBM’s CAMSS (cloud, analytics, mobile, social, and security) with the major difference between the two being that Dell’s focus is real and IBM’s is not."
I, Cringely It's Michael Dell versus the world and Dell will win - I, Cringely
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